Filed November 9, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,172 | $98,750-43.1% | $149,696-62.5% | $79,858-29.7% |
| Participation rate | 78.8% | 75.8%+3.1pp | 82.5%-3.6pp | 69.6%+9.2pp |
| Annual return | 7.26% | 27.43%-20.2pp | 276.60%-269.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,285 | $5,680-24.6% | $6,842-37.4% | $3,740+14.6% |
| Admin fee / account holder | $14,094 | $6,053+132.9% | $9,309+51.4% | $5,306+165.6% |